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AI Notes

Avoma Review 2026: AI meeting assistant, scheduler, and revenue intelligence in one platform for sales teams

AI NotetakerConversation IntelligenceSales

Affiliate disclosure: this review contains affiliate links — we may earn a commission if you sign up, at no cost to you. Ratings are our own editorial scores.

Avoma screenshot
Our verdict

Avoma

4.3
out of 5 · our rating

Pros

  • Entry price of $19/seat/mo (annual) undercuts Gong and Chorus significantly
  • All-in-one: AI notes, scheduler, conversation and revenue intelligence in one tool
  • Unlimited free viewer and collaborator seats that don't count toward paid seats
  • Full-featured 14-day trial of the Organization plan with all add-ons, no credit card

Cons

  • Add-ons stack fast — a loaded sales seat with CI + RI approaches $77/mo
  • No permanently free plan; only a time-limited 14-day trial
  • SSO and HIPAA compliance gated behind the top Enterprise tier
  • Transcription and AI-note accuracy can slip on accents or noisy calls (common review gripe)

Best for: SMB and mid-market sales teams wanting affordable AI call notes, Customer success and revenue teams needing conversation and deal intelligence, Teams replacing separate notetaker, scheduler, and CI tools with one platform.

Try Avoma → 14-day full-feature trial, no credit card required

What is Avoma?

Avoma is an AI meeting assistant and revenue intelligence platform built around customer-facing conversations. It joins calls on Zoom, Google Meet, Microsoft Teams, and GoToMeeting, records them, transcribes in real time, and writes structured summary notes — then pushes the relevant pieces into Salesforce, HubSpot, Pipedrive, Copper, or Zoho CRM.

The vendor pitches it as an all-in-one AI to automate note-taking, scheduling, coaching, and forecasting. In practice that means a base AI Meeting Assistant subscription for anyone who records, plus Conversation Intelligence, Revenue Intelligence, and Lead Router add-ons assigned per person as the team needs them.

Meeting notes that land in the CRM

Avoma AI Meeting Assistant product page describing automated note-taking, email follow-ups, and CRM updates

Avoma records automatically from Google or Outlook calendars, transcribes in real time across 70+ languages, and generates AI Summarized Notes shaped by templates — 10+ defaults cover Demo, MEDDIC, SPICED, SPIN, and 1:1s, with custom AI topics and templates on the Organization plan. AI-generated Smart Chapters bookmark key topics so you can jump straight to the pricing discussion or next steps. AI Email Follow-ups draft the recap, and Auto Save Notes to CRM Records handles the data entry, including methodology fields. Ask Avoma, the built-in copilot, answers questions about a meeting without replaying it. Avoma reports 4+ hours saved per week on notes and CRM updates.

Scheduling and lead routing before the call

Rather than assume you already pay for a scheduler, Avoma includes one. Unlimited 1:1 Scheduling ships in every plan, and Group and Round-robin Scheduling arrives with Organization. The Lead Router add-on covers the harder work: real-time lead qualification from website form fields, routing by CRM contact and account owner, custom distribution rules, and an SDR to AE handoff router. Where inbound speed decides the deal, a qualified visitor books the right rep immediately instead of sitting in a queue.

Coaching through Conversation Intelligence

The Conversation Intelligence add-on turns the recording archive into a coaching program. AI Call Scoring reviews every call against pre-built methodology scorecards or Custom AI Scorecards, so managers spend review time on the weak calls rather than sampling at random. Real-time Answer Assistant surfaces battle-tested Answer Cards mid-call for objections. Custom Keyword Trackers and Custom Smart Topic Trackers watch for competitor mentions, churn signals, and feature requests, alerting by email or Slack. Avoma reports a 40% win-rate improvement from automated scoring and personalized coaching.

Pipeline visibility with Revenue Intelligence

Avoma Revenue Intelligence page covering deal risk alerts, forecasting, and win-loss analysis

The Revenue Intelligence add-on is where Avoma pushes into forecasting-tool territory. Dealboard gives a live view of deals by stage, while AI-powered Deal Risk Alerts and an AI Deal Health Score flag stalling opportunities using conversation sentiment alongside CRM engagement. The AI Sales Methodology Tracker checks adherence across meetings and email. AI Win-Loss Deal Analysis reads the full deal history to explain outcomes, roll-up forecasting and pipeline reports show monthly movement, and 2-way CRM Field Updates keep records current. Avoma reports a 30% gain in quota attainment.

How seats and plans work

Avoma bills only for recorder seats — the people who record and transcribe — while viewers, listeners, and collaborators stay free, so cost tracks customer-facing headcount rather than company size. Startup caps paid seats and centers on the unlimited AI Meeting Assistant. Organization adds custom AI topics and templates, group scheduling, translation, webhooks, and org-level policies. Enterprise is the compliance tier: SAML/OIDC single sign-on, mutually signed DPAs, HIPAA compliance, and data retention policies. Add-ons attach per person, so a manager can carry Conversation Intelligence while reps skip it. A 14-day Organization trial runs with every add-on enabled.

Who should choose Avoma

Avoma suits SMB and mid-market revenue teams that want notes, scheduling, coaching, and forecasting from a single vendor instead of stitching three tools together around a CRM. RevOps leaders, sales managers running ramp programs, and CS teams watching churn signals get the most out of it. It is a weaker fit for solo users or non-sales teams who simply want meeting notes, since the platform assumes a pipeline, a CRM, and colleagues to coach, and much of its value sits behind add-ons one person will never touch.

Key features

FeatureWhat it does
AI Meeting AssistantAuto-records, transcribes, and generates notes for Zoom, Google Meet, and Teams calls
AI notes & summariesTopic-based notes with custom AI templates so reps skip manual note-taking
SchedulerBuilt-in 1:1 and group scheduling with routing and qualification
Conversation IntelligenceCall scoring, coaching scorecards, keyword tracking, and smart playlists (add-on)
Revenue IntelligenceDeal-risk alerts, pipeline forecasting, and win-loss analysis (add-on)
CRM syncTwo-way integration with Salesforce, HubSpot, and other CRMs to log calls and notes

Avoma pricing

PlanPriceIncluded
Startup$19/seat/mo annual ($29 monthly)
Organization$29/seat/mo annual ($39 monthly)
Enterprise$39/seat/mo annual
Conversation Intelligence (add-on)$29/seat/mo annual ($35 monthly)
Revenue Intelligence (add-on)$29/seat/mo annual ($35 monthly)
Lead Router (add-on)$19/seat/mo annual ($25 monthly)

How Avoma compares

AlternativeHow it differs
GongEnterprise revenue-intelligence leader; unpublished pricing typically $1,000+/user/yr plus platform fee
Chorus (ZoomInfo)Conversation-intelligence rival bundled into ZoomInfo; no free tier, enterprise-priced
FathomFree AI meeting notetaker with a lighter feature set and no built-in CI/RI

Avoma ratings on other platforms

Independent user ratings from third-party review sites, linked here for transparency. These are not our editorial score, are captured on the date shown, and may have changed since.

Frequently asked questions

How much does Avoma cost?

Avoma's base plans are $19/seat/mo (Startup) and $24/seat/mo (Organization) on annual billing, or $29 and $39 billed monthly. Enterprise is $39/seat/mo annually with a 10-seat minimum. Optional add-ons cost extra: Conversation and Revenue Intelligence are $29/seat/mo each and Lead Router $19, so a fully loaded sales seat can reach about $77/mo.

Does Avoma have a free plan?

No, Avoma has no permanently free plan in 2026. It offers a 14-day free trial of the Organization plan with all add-ons unlocked and no credit card required. Viewer and collaborator seats — people who watch recordings but don't record calls — are always free and never count toward your paid seat limit on any tier.

Is Avoma cheaper than Gong?

Yes, considerably. Avoma starts at $19/seat/mo annually, and even a seat loaded with Conversation and Revenue Intelligence runs about $77/mo. Gong doesn't publish pricing but is widely reported at $1,000+ per user per year plus a platform fee, aimed at larger enterprises. Avoma targets SMB and mid-market teams wanting similar intelligence at a fraction of the cost.

What add-ons does Avoma offer?

Avoma sells three add-ons on top of its base plans: Conversation Intelligence ($29/seat/mo annual) for call scoring and coaching, Revenue Intelligence ($29/seat/mo annual) for deal-risk alerts and forecasting, and Lead Router ($19/seat/mo annual) for meeting routing. Bundling two add-ons earns roughly 10% off and all three about 15% off, per Avoma's pricing page.

What does Avoma do?

Avoma is an AI meeting assistant that records, transcribes, and summarizes sales and customer calls across Zoom, Google Meet, and Teams. It auto-generates topic-based notes, syncs to CRMs like Salesforce and HubSpot, and includes a scheduler. Higher tiers and add-ons layer on conversation intelligence, coaching scorecards, and revenue forecasting for sales and customer success teams.

Verdict

Buy Avoma if you're an SMB or mid-market sales/CS team that wants AI meeting notes, a scheduler, and conversation or revenue intelligence in one tool at a fraction of Gong's cost — $19-$24/seat/mo annually gets you started. Skip it if you need a permanently free notetaker (Fathom is better there), or if add-on stacking (a loaded seat nears $77/mo) erodes the savings versus an enterprise platform you'd rather standardize on.

OB
OfficeBooks Editorial — Research desk

Our research desk checks every feature and price against the vendor’s own pricing page and dates each review when it was last checked. We do not run hands-on product tests — reviews are documentation-based, and third-party ratings are always attributed and dated.

Facts verified against: www.avoma.com, docket.io, www.g2.com, www.avoma.com, www.avoma.com, www.avoma.com, www.avoma.com (as of August 2026).

Avoma
Our rating 4.3/5 · $19/seat/mo
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